Brokerage Firms With Personalized (human!) Customer Service?

In the modern age, any time you have a question that requires assistance from the back office, you usually have to go through a ticketing system, or a front-line CSR who will contact the back office then send you an update (e-mail or ticket).

Are there any brokerage firms where you can pick up the phone, or e-mail directly, one person who can find all the answers on their own and get back to you directly in a timely manner?

(I've been with some brokerage firms in days gone past where you were assigned one account handler (who had 50-100 or whatever accounts) and they were your primary point of contact and helped you with everything, directly. Not sure if this still exists or is now reserved for HNW or UHNW individuals).

Thank you.

TD Ameritrade is one also although you get a variation of quality of human customer service. Some are quite competent but some leave much to be desired.
 
From my experience the most profitable traders complain the least. The least profitable traders whine constantly about execution etc.
 
you get priority if you have a large account. E.g $400 a week in commissions. I. Ever had any problems speaking to someone when I had a smaller account.
I don't think this is actually true. I do something about $1000 a day (not week) in comms and they still treat me the same as always. On hold forever and then good luck getting elevated to someone who isn't a drooling moron. Maybe my account is flagged or something, hahah.
 
I don't think this is actually true. I do something about $1000 a day (not week) in comms and they still treat me the same as always. On hold forever and then good luck getting elevated to someone who isn't a drooling moron. Maybe my account is flagged or something, hahah.

Call up and ask if you are getting premium support. I forget what the program is called. I had to ask to get it. Remind them how much you are doing in commissions.
 
It's called Key Account Services Program. Very good thing...
Wow. Why is this kept a secret? This would have been great to know a year ago. I'm in the process of moving to a different broker (for other reasons) so too late for me, but this will be very useful knowledge for someone.
 
Back
Top